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EP Wealth Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

EP Wealth Advisors’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.79M Buy
80,591
+3,322
+4% +$377K 0.04% 275
2026
Q1 		$7.74M Sell
77,269
-1,528
-2% -$159K 0.04% 247
2025
Q4 		$7.84M Buy
+78,797
New +$7.83M 0.04% 225
2025
Q2 		$7.01M Sell
80,316
-2,911
-3% -$237K 0.05% 224
2025
Q1 		$6.71M Sell
83,227
-2,484
-3% -$218K 0.05% 189
2024
Q4 		$7.66M Buy
85,711
+1,300
+2% +$120K 0.06% 174
2024
Q3 		$7.54M Buy
84,411
+81,872
+3,225% +$7.08M 0.06% 177
2024
Q2 		$208K Buy
2,539
+120
+5% +$9.81K ﹤0.01% 751
2024
Q1 		$206K Buy
2,419
+730
+43% +$58.8K ﹤0.01% 730
2023
Q4 		$137K Sell
1,689
-291
-15% -$21.1K ﹤0.01% 753
2023
Q3 		$141K Buy
+1,980
New +$150K ﹤0.01% 705

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EP Wealth Advisors's VTWO Position: Q2 2026 in Review

EP Wealth Advisors increased its Vanguard Russell 2000 ETF (VTWO) stake by 4.3% in Q2 2026, buying an estimated $377K and bringing the position to 80,591 shares worth $9.79M. The position accounts for 0.04% of the portfolio, ranked #275.

EP Wealth Advisors first reported a position in VTWO in Q3 2023 and has held it in 11 quarters since. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • EP Wealth Advisors held 80,591 shares of Vanguard Russell 2000 ETF worth $9.79M as of Q2 2026.
  • EP Wealth Advisors bought 3,322 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $377K.
  • Vanguard Russell 2000 ETF made up 0.04% of EP Wealth Advisors's portfolio in Q2 2026, its #275 holding.
  • EP Wealth Advisors first reported a position in Vanguard Russell 2000 ETF in Q3 2023 and has held it in 11 quarters since.
  • 741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.